How to Enable Request for Eligibility Verification on Add/Edit Insurance?

Settings > Practice > My Practice Settings > EDI

The system automatically generates request for verifying eligibility whenever insurance is added or modified.

This saves user time and also automatically informs them of eligibility whenever insurance is added or edited. To configure auto request for eligibility, follow the workflow above to land on the ‘EDI Settings’ screen.

To enable ‘Automatic Eligibility Request’, go to the ‘270 Eligibility, Coverage or Benefit Inquiry’ section and select ‘Enabled’ from the ‘Eligibility Request on Add/Edit Insurance’ dropdown menu.

Click ‘Save’ when done.

Auto Eligibility

Select ‘Disabled’ from the ‘Download Unsubmitted Claim Files Dropdown’ to disable the download button in the Unsubmitted Claims tab. 

Disabling Download Option